Role Details Page

Note

This feature may not be available in all product editions. For more information on available features, see Compare Editions.

Through the Role Details page, you can review the privileges assigned to the role and assign the role to Alteryx users.

Actions:

The following actions are available.

Edit: Modify the role.
Note
All new and existing users are assigned the default role. Changes to this role may affect all existing users and any users that are added in the future.
Note
You cannot edit the admin role.
See Create Role Dialog.
Assign role: Assign the role to one or more users.
Note
When you assign or un-assign a role, the privileges are immediately applied to the assigned user's account. The user does not need to re-login to see the changes.
Delete: Delete the role.
Warning
You are permitted to delete roles that are currently assigned to users. Deleting a role may remove privileges from one or more users. This action cannot be undone. Before deleting, you should verify the list of users assigned to the role in the Users tab.
Note
You cannot delete the default or admin roles.

Overview tab

In the Overview tab, you can review the privileges for the role and the current number of users that have been assigned the role.

Figure: Role Details Page - Overview tab

For more information on the listed privileges, see Privileges and Roles Reference.

Roles can be created through the Roles page. For more information, see Roles Page.

In the Users tab, you can review the list of users who have been assigned the role.

Figure: Role Details Page - Users tab

Columns:

Name: Display name of the user.
Note
You cannot modify the Name value for the default role.
Email: Email address for the user, which is used to login to the Trifacta Application.

Context menu:

On the right side of the screen, you can select the following options from the context menu for each user:

In this section: